Mixed Analyst Opinions on Consumer Cyclical Stocks: Flight Centre Travel Group and Trip.com Group

Analysts' opinions are mixed on Flight Centre Travel Group Limited and Trip.com Group Sponsored ADR. Canaccord Genuity analyst Andrew Hodge maintained a Hold rating on Flight Centre with a price target of A$12.95, while Benchmark Co. analyst Fawne Jiang maintained a Buy rating on Trip.com with a price target of $80.00. Flight Centre has a Strong Buy consensus with a price target of $9.94, while Trip.com has a Strong Buy consensus with a price target of $78.13, implying a 19.7% upside from current levels.

Analysts' opinions on Flight Centre Travel Group Limited (ASX:FLT) and Trip.com Group Sponsored ADR (NASDAQ:TCOM) remain mixed, despite recent earnings reports. While Flight Centre's results were disappointing, analysts have not significantly altered their expectations. Trip.com, on the other hand, has seen positive earnings surprises but faces mixed analyst sentiment.

Flight Centre Travel Group Limited reported earnings of AU$0.49 per share, falling short of analyst expectations. Despite this, analysts have maintained their revenue forecasts, with a consensus of AU$2.90 billion for 2026, a 2.0% increase from the previous year. The consensus price target remains at AU$15.48, suggesting that the intrinsic value of the business has not changed significantly. However, the company's revenue growth is expected to slow down, with a forecast annualised growth rate of 2.0% until the end of 2026, which is well below the historical 30% p.a. growth over the last five years [1].

Canaccord Genuity analyst Andrew Hodge maintained a Hold rating on Flight Centre with a price target of AU$12.95, while Benchmark Co. analyst Fawne Jiang maintained a Buy rating on Trip.com with a price target of $80.00. Flight Centre has a Strong Buy consensus with a price target of AU$9.94, while Trip.com has a Strong Buy consensus with a price target of $78.13, implying a 19.7% upside from current levels [2].

Trip.com Group Sponsored ADR reported quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.98 per share. The company's revenue for the quarter ended June 2025 was $2.07 billion, surpassing the Zacks Consensus Estimate by 1.61%. This represents the third consecutive quarter where the company has topped consensus revenue estimates [3].

Despite the positive earnings, Trip.com shares have lost about 5.4% since the beginning of the year, underperforming the S&P 500's gain of 9.9%. The current consensus EPS estimate for the coming quarter is $1.08 on $2.51 billion in revenues, and for the current fiscal year is $3.55 on $8.49 billion in revenues. However, the Zacks Rank for Trip.com is #4 (Sell), suggesting that the stock is expected to underperform the market in the near future [3].

In conclusion, while Flight Centre's earnings disappointed, analysts have maintained their expectations. Trip.com, on the other hand, has seen positive earnings surprises but faces mixed analyst sentiment. Both companies are expected to see revenue growth slow down, with Trip.com's growth expected to be faster than Flight Centre's but still slower than the industry average. Investors should consider these factors when evaluating their investment decisions.

References:
[1] https://finance.yahoo.com/news/flight-centre-travel-group-limited-040931377.html
[2] https://www.nasdaq.com/articles/tripcom-tcom-q2-earnings-and-revenues-beat-estimates
[3] https://www.marketbeat.com/instant-alerts/filing-hsbc-holdings-plc-buys-71834-shares-of-tripcom-group-limited-sponsored-adr-tcom-2025-08-26/